Investment Banking Senior Analyst - Technology
Listed on 2026-08-04
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Finance & Banking
Capital Markets, Corporate Finance, Investment Banking, Financial Analyst
Overview
The Investment Banking Senior Analyst is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The role also serves as an intermediary in trading for clients. The overall objective is to act as a strategic advisor by formulating investment strategies and raising capital for clients.
Responsibilities- Work with senior Banking, Capital Markets and Advisory (BCMA) officers and professionals and participate in particular client transaction projects or assignments as the junior member of the Investment Banking team
- Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans
- Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals
- Conduct economic/financial research
- Evaluate company’s financial performance compared to overall industry and market trends
- Build complex financial models for valuation purposes
- 2-5 years of relevant experience
- Series 79 and 63 licenses
- Consistently demonstrates clear and concise written and verbal communication skills
- Ability to work under pressure in a rapidly changing environment to meet deadlines
- Bachelor's degree/University degree or equivalent experience
Primary
Location:
CA-ONE MARKET PLAZA
Salary Range: $ - $
Additional benefits include medical, dental and vision coverage; 401(k); life, accident and disability insurance; wellness programs; paid vacation, sick leave and paid holidays. Available offerings may vary by jurisdiction, job level and date of hire.
Equal Opportunity EmploymentCiti is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility w Citi’s EEO Policy Statement and the Know Your Rights poster.
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